FJ Research

FJ Research

+130%. And the Story Is Just Getting Started.

Bold Bets on Category-Defining Companies

FJ Research's avatar
FJ Research
Jun 14, 2026
∙ Paid

Oscar Health is up approximately 130% from where I recommended it aggressively in the $12 range. And I want to talk about what that means, what comes next, and where my head is at right now.

But first. The most important lesson this trade has taught me.

The Only Edge That Matters

When the market sold off and Oscar fell back toward $11, I wrote a note calle…

User's avatar

Continue reading this post for free, courtesy of FJ Research.

Or purchase a paid subscription.
© 2026 FJ Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture